Nonprofit · EIN 06-6473459
TUCKER FAMILY TR 040699
Also known as TUCKER WILLIAM E SR ET AL TTEE
Tax-exempt · ESSEX, CT 06426
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $64,599 | $7,350 | $57,249 | $1,304,945 | $0 | $1,304,945 |
| December 31, 2024 | 990 | -$7,499 | $7,076 | -$14,575 | $1,247,538 | $0 | $1,247,538 |
| December 31, 2023 | 990 | $191,182 | $33,602 | $157,580 | $1,260,816 | $0 | $1,260,816 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $64,599
- Net gain from sales of assets
- -$686
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $6,350
- Salaries, compensation and benefits (total)
- $6,350
- Professional fundraising fees
- $0
- Accounting fees
- $1,000
- Management and general (functional)
- $7,350
Balance sheet and other
- Total assets, start of year
- $1,247,538
- Total assets, end of year
- $1,304,945
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,304,945
- Publicly traded securities
- $1,304,945
- Gross receipts
- $457,826
- Employees
- 0
- Volunteers
- 1
- Year formed
- 1999
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ESSEX BANK | TRUSTEE Institutional trustee | – | $3,181 |
| DEBORAH A T GRASS | CO-TRUSTEE Trustee or director | – | $0 |
| NANCY WALSH | CO-TRUSTEE Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ESSEX SAVING BANK | TRUSTEE Institutional trustee | 1 | $3,041 |
| DEBORAH A T GRASS | CO-TRUSTEE Trustee or director | – | $0 |
| NANCY WALSH | CO-TRUSTEE Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ESSEX SAVING BANK | TRUSTEE Institutional trustee | – | $2,900 |
| DEBORAH A T GRASS | CO-TRUSTEE Trustee or director | – | $0 |
| NANCY WALSH | CO-TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 176 WESTBROOK ROAD STE 1, ESSEX, CT 06426-1511
- In care of
- % U S TRUST COMPANY OF CONNECTICUT
- Signed the 990
- MOIRA MARTIN, TRUSTEE
- Phone
- (860) 767-4416
- Return prepared by
- DELOITTE TAX LLP
Mission
TO CARRY OUT EDUCATIONAL PURPOSES OF THE LIBRARY
Program accomplishments
- ESSEX BANK, INVESTMENT MGMTExpenses $7,350
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 06-6473459
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $1,304,945
- Income (IRS master file)
- $457,826
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $64,599 | $7,350 | $1,304,945 | IRS |
| 990 | December 2024 | -$7,499 | $7,076 | $1,247,538 | IRS |
| 990 | December 2023 | $191,182 | $33,602 | $1,260,816 | XML |
| 990 | December 2022 | $15,486 | $6,537 | $1,103,603 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6473459).
Questions about TUCKER FAMILY TR 040699
- What is the EIN of TUCKER FAMILY TR 040699?
- The employer identification number (EIN) of TUCKER FAMILY TR 040699 is 06-6473459.
- Is TUCKER FAMILY TR 040699 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to TUCKER FAMILY TR 040699 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does TUCKER FAMILY TR 040699 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TUCKER FAMILY TR 040699 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TUCKER FAMILY TR 040699 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of TUCKER FAMILY TR 040699?
- The 990 for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $3,181 (ESSEX BANK, TRUSTEE).
- How much revenue does TUCKER FAMILY TR 040699 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $64,599, expenses of $7,350 and total assets of $1,304,945 at year end.
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